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DTSTART;TZID=America/New_York:20250429T110000
DTEND;TZID=America/New_York:20250429T120000
DTSTAMP:20260418T081147
CREATED:20251023T104155Z
LAST-MODIFIED:20251105T165121Z
UID:10000133-1745924400-1745928000@www.grassiadvisors.com
SUMMARY:Embracing Digital Transformation: How Technology and AI Are Reshaping Nonprofits
DESCRIPTION:Grassi’s nonprofit and technology advisors held an essential discussion on digital transformation and the role of Artificial Intelligence (AI) in the nonprofit environment. Their industry leaders shared critical insights on: \n\nHow nonprofits could leverage AI to improve fundraising\, operations\, and community outreach\n Sector-specific AI applications for healthcare\, education\, fundraising\, and grant-making organizations\nWays to enhance decision-making\, streamline processes\, and increase stakeholder engagement\nStrategies for protecting organizations’ brands and data when implementing AI\nReal-world case studies of successful AI implementation and cautionary tales\n\nAs technology evolved\, nonprofits needed to adapt to stay competitive and maximize impact. This comprehensive session provided nonprofit leaders with actionable strategies for implementing technology that drove greater impact\, fostered innovation\, and supported their mission in the digital age.
URL:https://www.grassiadvisors.com/event/ai-for-nonprofits-digital-transformation/
LOCATION:Online
CATEGORIES:Nonprofit
ATTACH;FMTTYPE=image/jpeg:https://www.grassiadvisors.com/wp-content/uploads/2025/04/Grassi_Website_Image_NFP_webinar-Embracing-Digital-Transformation_2025-04_FA.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250408T100000
DTEND;TZID=America/New_York:20250408T110000
DTSTAMP:20260418T081147
CREATED:20251023T104157Z
LAST-MODIFIED:20251105T165227Z
UID:10000137-1744106400-1744110000@www.grassiadvisors.com
SUMMARY:Navigating the New Tariff Landscape: Solutions for the Construction Industry
DESCRIPTION:Leading construction industry advisors discussed the expanded tariff program and its impact on the construction sector. Our industry experts shared critical insights on: \n\nHow recent tariff expansions affect material costs\, equipment\, and tools across residential and commercial construction\nPractical strategies to optimize material procurement and enhance inventory management\nFinancial management best practices to maintain profitability despite rising costs\nContractual strategies\, including effective escalation clauses to protect your business\nReal-world examples of how construction companies are successfully navigating price volatility\n\nAs tariffs reshape the economic landscape\, construction companies must adapt to stay competitive and maintain project viability. This comprehensive session provided industry leaders with actionable strategies for implementing procurement\, inventory\, and financial management practices that preserve profitability and support ongoing operations in this challenging environment.
URL:https://www.grassiadvisors.com/event/navigating-the-new-tariff-landscape-solutions-for-the-construction-industry/
LOCATION:Online
CATEGORIES:Construction
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250326T120000
DTEND;TZID=America/New_York:20250326T130000
DTSTAMP:20260418T081147
CREATED:20251023T104157Z
LAST-MODIFIED:20251105T165303Z
UID:10000138-1742990400-1742994000@www.grassiadvisors.com
SUMMARY:From Demand to Delivery: Leveraging Technology to Scale NYC Construction Operations
DESCRIPTION:Traits successful construction companies often embody include effective operational management\, strategic scaling\, and project-level financial controls\, all connected through technology. Industry leaders Bruce Orr\, CEO of ProNovos\, and Carl Oliveri\, Construction Practice Leader at Grassi\, discussed how industry-leading contractors harness technology to streamline operations\, strengthen project management capabilities\, and safeguard profitability in challenging economic conditions. Topics addressed include: \n\nImplementation of strategic key performance indicators for project performance optimization\nDriving innovation and growth while finding new ways to redefine Manhattan’s construction ecosystem\nBuilding a data-driven decision culture across your organization\nNavigating current market trends with real-time and predictive financial approaches\n\nWebinar hosted by Grassi’s Construction Team in partnership with ProNovos.
URL:https://www.grassiadvisors.com/event/from-demand-to-delivery-webinar/
LOCATION:Online
CATEGORIES:Construction
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250318T110000
DTEND;TZID=America/New_York:20250318T120000
DTSTAMP:20260418T081147
CREATED:20251023T104158Z
LAST-MODIFIED:20251105T165546Z
UID:10000140-1742295600-1742299200@www.grassiadvisors.com
SUMMARY:Risk Management for Nonprofits: Building a Resilient Organization
DESCRIPTION:Grassi’s nonprofit experts came together for an important discussion on enterprise risk management in today’s dynamic environment. Our industry leaders shared critical insights on: \n\nCurrent economic and financial risk trends impacting nonprofits\nStrategies for mitigating operational and strategic risks\nGovernance and compliance considerations\nTechnology and cybersecurity risk management\nEnterprise Risk Management (ERM) framework considerations and implementation\n\nThis comprehensive session provided nonprofit leaders with actionable strategies for identifying\, assessing\, and managing organizational risks while maintaining mission effectiveness. \nRegister today to join the conversation!
URL:https://www.grassiadvisors.com/event/risk-management-for-nonprofits-building-a-resilient-organization/
LOCATION:Online
CATEGORIES:Nonprofit
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241029T083000
DTEND;TZID=America/New_York:20241029T170000
DTSTAMP:20260418T081147
CREATED:20251023T104206Z
LAST-MODIFIED:20251105T165806Z
UID:10000152-1730190600-1730221200@www.grassiadvisors.com
SUMMARY:Foundation for Accounting Education: 2024 Construction Contractors Conference Webcast
DESCRIPTION:Join Grassi Construction Partner\, William Dorsa\, CPA\, as he facilitates the upcoming Foundation for Accounting Education Construction Contractors Conference Webcast. \nThis virtual conference on Tuesday\, October 29\, will offer updates on current industry trends that are impacting the construction niche. Topics of discussion will include an economic outlook\, succession planning strategies\, why contractors fail and common sales tax exposures impacting today’s contractor. \nMake sure to tune in to the below sessions to hear insights from our Grassi Construction Advisors. \n\nSales Tax – Arthur Burkard\, CPA\n\nNavigate construction sales tax with confidence. Join us to master equipment rental tax rules\, understand the difference between repairs and capital improvements\, and learn proven compliance strategies that protect your business\n\n\nSuccession Planning – Carl Oliveri\, CPA\, CCIFP\, CFE/ William Fischer\, CPA/ Jake Kurz\n\nPlan your company’s future with confidence. Learn essential strategies for business succession\, explore internal and external paths to liquidity\, and get the latest insights on today’s M&A landscape\n\n\n\nRegister now to keep your finger on the pulse of construction accounting.
URL:https://www.grassiadvisors.com/event/foundation-for-accounting-education-2024-construction-contractors-conference-webcast/
LOCATION:Online
CATEGORIES:Construction
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241021T110000
DTEND;TZID=America/New_York:20241021T120000
DTSTAMP:20260418T081147
CREATED:20251023T104208Z
LAST-MODIFIED:20251105T165948Z
UID:10000156-1729508400-1729512000@www.grassiadvisors.com
SUMMARY:Nonprofit Board Governance: Best Practices in a Changing World
DESCRIPTION:On Monday\, October 21\, join Grassi Partner and Nonprofit Practice Leader\, David M. Rottkamp\, for an insightful panel discussion on nonprofit board governance hosted by Wilmington Trust. \nTune in to discover essential insights into nonprofit board governance\, including decision-making processes and organizational oversight. Learn about fiduciary responsibilities\, governance trends\, and asset protection strategies. \nKey topics of discussion will include: \n\nBoard governance fundamentals\nEmerging governance trends\nBest practices for effective boards\nCommon governance challenges\nProtecting nonprofit assets and endowments\n\nFeatured speakers: \n\nDavid M. Rottkamp\, CPA – Audit Partner\, Nonprofit Practice Leader\, Grassi\nJames Sheehan – Chief of the New York Attorney General’s Charities Bureau\nPatrick Decker – Head of Institutional OCIO\, Wilmington Trust\nWalter Dillingham\, CFA – Managing Director\, Endowments & Foundations\, Wilmington Trust\nSteve Seivold – Senior Institutional Investment Advisor\, Wilmington Trust\n\nRegister now for the opportunity to enhance your nonprofit leadership skills. \nThis event is part of the Wilmington Trust Philanthropic Speaker Series.
URL:https://www.grassiadvisors.com/event/nonprofit-board-governance-best-practices-in-a-changing-world/
LOCATION:Online
CATEGORIES:Nonprofit
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241017T080000
DTEND;TZID=America/New_York:20241017T163000
DTSTAMP:20260418T081147
CREATED:20251023T104209Z
LAST-MODIFIED:20251105T170003Z
UID:10000157-1729152000-1729182600@www.grassiadvisors.com
SUMMARY:MOCPA Not-for-Profit Virtual Conference
DESCRIPTION:Grassi Partner and Nonprofit Practice Leader\, David M. Rottkamp\, will be a featured speaker at the Missouri Society of Certified Public Accountants (MOCPA) Not-for-Profit Conference on Thursday\, October 17. \nTune in to David’s session\, Above Board\, at 2:15 pm. CDT. His session will explore the challenges that lead to poor performing boards\, how to improve board performance and board member engagement as well as determine effective board development\, recruitment\, and retention strategies. \nThis online event targets professionals involved in nonprofit finances\, including accountants\, organizational leaders\, and financial staff aiming to update participants on the latest developments\, emerging trends\, and effective practices in the nonprofit sector. \nAttendees are eligible to earn up to 8 CPE Credits.
URL:https://www.grassiadvisors.com/event/mocpa-not-for-profit-virtual-conference/
LOCATION:Online
CATEGORIES:Nonprofit
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241016T113000
DTEND;TZID=America/New_York:20241016T123000
DTSTAMP:20260418T081147
CREATED:20251023T104209Z
LAST-MODIFIED:20251105T171141Z
UID:10000158-1729078200-1729081800@www.grassiadvisors.com
SUMMARY:Business Succession and Sale: Why Your Firm Should Consider an Employee Stock Ownership Plan
DESCRIPTION:On Wednesday\, October 16\, ACECNY is hosting a webinar that will answer your questions about whether an Employee Stock Ownership Plan (ESOP) sale could be your best solution for business succession and sale. The webinar will explore: \n\nFinancial benefits of using ESOPs for your firm\nTax advantages of ESOP transactions\nOrganizational benefits of employee ownership\nPracticalities of implementing an ESOP transaction\n\nRegister now to hear from the expert panelists. \nModerator: Phillip Ross\, Partner | Anchin \nPanelists:\nMichael A. Golden | Senior Vice President | SES ESOP \nMichael J. Vardaro | Managing Partner\, LEED  AP | Zetlin & DeChiara \nRobert Brewer\, CPA\, CCIFP | Partner\, Architecture & Engineering Practice Leader | GRASSI \nKathi Hart | Business Manager | Optima Engineering
URL:https://www.grassiadvisors.com/event/business-succession-and-sale-why-your-firm-should-consider-an-employee-stock-ownership-plan/
LOCATION:Online
CATEGORIES:Architecture & Engineering
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